Invitations and Roles
Find out how to add colleagues to your LoyJoy tenant, assign roles, and manage their user accounts.
To invite your colleagues to join, click on the Invite teammates👋 tab in the upper left corner beneath your tenant.
This will direct you to your settings, where you will find your current user accounts.
User Accounts & Add New Users
Here you have an overview of the existing accounts for this tenant. As an owner you can add new users and invite colleagues. Scroll down to Add user account. All you need to do is enter the email address (it has to be a company email address not a gmail or similar adress), name and role of the new user. The new user will receive an email to confirm the invite. If you don't have owner rights, you can also invite new users. However, an owner will be needed to confirm the invite. Therefore, users with the owner role will receive an email notification to confirm the invite.
Roles
In LoyJoy, there are different roles that can be assigned to users. Each role has specific permissions that determine what actions a user can perform within the platform. Below is a list of available roles and their permissions:
| Role | Permissions |
|---|---|
| Owner | The Owner role has the most rights and can access every functionality within the platform. Only the Owner can add and manage new user accounts. Therefore, it is recommended that you assign this role only to a few users in your tenant. |
| Editor | The Editor role can read and write every agent, home views, knowledge setting, product, and analytics data in the tenant. It can read anonymized customer data to check, if everything is working. It cannot manage user accounts, or read live conversations or export data. This role could be assigned to someone who is responsible for creating and managing content within the tenant. |
| Revision | The Revision role can read all agents, home views, knowledge settings, products, and analytics in the tenant. It cannot export data. This role could be assigned to someone who has the task of monitoring operations in the tenant. |
In addition to the general roles, LoyJoy also offers area-specific roles that provide more granular permissions for specific functionalities. These roles are designed to allow users to perform tasks related to analytics, data management, knowledge management, live support, and product management without granting them full access to all features.
| Area Role | Permissions |
|---|---|
| Analytics Viewer | The Analytics Viewer role can read analytics data. This role can be assigned to someone who just should see how the chats are performing. |
| Data Editor | The Data Editor role can read and write customer data. It cannot export data. |
| Data Exporter | The Data Exporter role can read customer data and export it as files. |
| Data Viewer | The Data Viewer role can read customer data. It cannot export data. |
| Knowledge Editor | The Knowledge Editor role can read and write knowledge settings, sources, and catalogs. It cannot export data. |
| Knowledge Exporter | The Knowledge Exporter role can read knowledge data and export it as files. |
| Knowledge Viewer | The Knowledge Viewer role can read knowledge data. It cannot export data. |
| Live Agent | The Live Agent role can read and interact with conversations that are in the Live process module. It cannot read conversations outside of this module. This role could be assigned to human live support agents that should provide customer service with the Live process module. |
| Live Viewer | The Live Viewer role can read conversations that are in the Live process module or outside of it. It cannot interact with conversations. |
| Processes Editor | The Processes Editor role can read and write processes and home views. It cannot export data. |
| Processes Viewer | The Processes Viewer role can read processes and home views. It cannot export data. |
| Products Editor | The Products Editor role can read and write products. |
| Products Viewer | The Products Viewer role can read products. |
| Secrets Editor | The Secrets Editor role can read keys of secrets and write secrets. |
| Secrets Viewer | The Secrets Viewer role can read keys of secrets. |
| Translator | The Translator role can read and write texts for chat agents. |
Change User Roles
To change the role of a user, go to the Invite teammates👋 tab in the upper left corner beneath your tenant. First delete the user and then invite them again with the new roles.